Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| First Trust Dow Jones Internet Index (SM) Fund | Dec 31, 2017 | 3.7M | 65.0M | 2.6% |
| Artisan Mid-Cap Fund | Dec 31, 2017 | 3.0M | 53.6M | 2.2% |
| iShares Russell 2000 ETF | Jun 30, 2018 | 2.7M | 60.1M | 1.9% |
| Vanguard Total Stock Market Index Fund | Dec 31, 2017 | 2.4M | 42.8M | 1.7% |
| Vanguard Small-Cap Index Fund | Dec 31, 2017 | 2.3M | 40.8M | 1.7% |
| Vanguard Extended Market Index Fund | Dec 31, 2017 | 1.5M | 27.4M | 1.1% |
| Vanguard Small-Cap Growth Index Fund | Dec 31, 2017 | 1.3M | 23.6M | 1.0% |
| iShares Russell 2000 Growth ETF | Jun 30, 2018 | 1.3M | 27.8M | 0.9% |
| Wells Fargo Discovery Fd | Jun 30, 2018 | 970.6K | 21.5M | 0.7% |
| Wells Fargo Small Company Growth Fd | Jun 30, 2018 | 819.5K | 18.2M | 0.6% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.